Bergmeyer Associates Inc.
Plan context: Bergmeyer Associates Inc. Savings and Investment Plan
EIN 04-2557775 • Boston, MA • 25 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
123
2023 Assets
$10,717,538
2023 Contributions
$122,383
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $122,383 | - |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 0 | - | $122,383 | - |
| 2022 | 1 | 123 | $10,717,538 | $1,167,054 | $9,488iApproximate average salary by contribution assumption: employee only about $237,206 at 4% or $158,137 at 6%; with 50% employer match about $158,137 at 4% or $105,425 at 6%; with 100% employer match about $118,603 at 4% or $79,069 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 123 | $10,717,538 | $1,167,054 | $9,488iApproximate average salary by contribution assumption: employee only about $237,206 at 4% or $158,137 at 6%; with 50% employer match about $158,137 at 4% or $105,425 at 6%; with 100% employer match about $118,603 at 4% or $79,069 at 6%. |
| 2021 | 1 | 107 | $12,520,096 | $860,094 | $8,038iApproximate average salary by contribution assumption: employee only about $200,957 at 4% or $133,971 at 6%; with 50% employer match about $133,971 at 4% or $89,314 at 6%; with 100% employer match about $100,478 at 4% or $66,986 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 107 | $12,520,096 | $860,094 | $8,038iApproximate average salary by contribution assumption: employee only about $200,957 at 4% or $133,971 at 6%; with 50% employer match about $133,971 at 4% or $89,314 at 6%; with 100% employer match about $100,478 at 4% or $66,986 at 6%. |
| 2020 | 1 | 109 | $10,220,496 | $575,489 | $5,280iApproximate average salary by contribution assumption: employee only about $131,993 at 4% or $87,995 at 6%; with 50% employer match about $87,995 at 4% or $58,664 at 6%; with 100% employer match about $65,996 at 4% or $43,998 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 109 | $10,220,496 | $575,489 | $5,280iApproximate average salary by contribution assumption: employee only about $131,993 at 4% or $87,995 at 6%; with 50% employer match about $87,995 at 4% or $58,664 at 6%; with 100% employer match about $65,996 at 4% or $43,998 at 6%. |
| 2019 | 1 | 108 | $9,187,561 | $772,026 | $7,148iApproximate average salary by contribution assumption: employee only about $178,710 at 4% or $119,140 at 6%; with 50% employer match about $119,140 at 4% or $79,427 at 6%; with 100% employer match about $89,355 at 4% or $59,570 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 108 | $9,187,561 | $772,026 | $7,148iApproximate average salary by contribution assumption: employee only about $178,710 at 4% or $119,140 at 6%; with 50% employer match about $119,140 at 4% or $79,427 at 6%; with 100% employer match about $89,355 at 4% or $59,570 at 6%. |
| 2018 | 1 | 94 | $6,657,716 | $737,507 | $7,846iApproximate average salary by contribution assumption: employee only about $196,145 at 4% or $130,764 at 6%; with 50% employer match about $130,764 at 4% or $87,176 at 6%; with 100% employer match about $98,073 at 4% or $65,382 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 94 | $6,657,716 | $737,507 | $7,846iApproximate average salary by contribution assumption: employee only about $196,145 at 4% or $130,764 at 6%; with 50% employer match about $130,764 at 4% or $87,176 at 6%; with 100% employer match about $98,073 at 4% or $65,382 at 6%. |
| 2017 | 1 | 92 | $6,669,406 | $573,122 | $6,230iApproximate average salary by contribution assumption: employee only about $155,740 at 4% or $103,826 at 6%; with 50% employer match about $103,826 at 4% or $69,218 at 6%; with 100% employer match about $77,870 at 4% or $51,913 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 92 | $6,669,406 | $573,122 | $6,230iApproximate average salary by contribution assumption: employee only about $155,740 at 4% or $103,826 at 6%; with 50% employer match about $103,826 at 4% or $69,218 at 6%; with 100% employer match about $77,870 at 4% or $51,913 at 6%. |
| 2016 | 1 | 87 | $5,275,564 | $503,156 | $5,783iApproximate average salary by contribution assumption: employee only about $144,585 at 4% or $96,390 at 6%; with 50% employer match about $96,390 at 4% or $64,260 at 6%; with 100% employer match about $72,293 at 4% or $48,195 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 87 | $5,275,564 | $503,156 | $5,783iApproximate average salary by contribution assumption: employee only about $144,585 at 4% or $96,390 at 6%; with 50% employer match about $96,390 at 4% or $64,260 at 6%; with 100% employer match about $72,293 at 4% or $48,195 at 6%. |
| 2015 | 1 | 77 | $4,817,841 | $457,272 | $5,939iApproximate average salary by contribution assumption: employee only about $148,465 at 4% or $98,977 at 6%; with 50% employer match about $98,977 at 4% or $65,984 at 6%; with 100% employer match about $74,232 at 4% or $49,488 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 77 | $4,817,841 | $457,272 | $5,939iApproximate average salary by contribution assumption: employee only about $148,465 at 4% or $98,977 at 6%; with 50% employer match about $98,977 at 4% or $65,984 at 6%; with 100% employer match about $74,232 at 4% or $49,488 at 6%. |
| 2014 | 1 | 71 | $4,562,721 | $360,987 | $5,084iApproximate average salary by contribution assumption: employee only about $127,108 at 4% or $84,739 at 6%; with 50% employer match about $84,739 at 4% or $56,492 at 6%; with 100% employer match about $63,554 at 4% or $42,369 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 71 | $4,562,721 | $360,987 | $5,084iApproximate average salary by contribution assumption: employee only about $127,108 at 4% or $84,739 at 6%; with 50% employer match about $84,739 at 4% or $56,492 at 6%; with 100% employer match about $63,554 at 4% or $42,369 at 6%. |
| 2013 | 1 | 71 | $4,429,823 | $350,766 | $4,940iApproximate average salary by contribution assumption: employee only about $123,509 at 4% or $82,339 at 6%; with 50% employer match about $82,339 at 4% or $54,893 at 6%; with 100% employer match about $61,755 at 4% or $41,170 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 71 | $4,429,823 | $350,766 | $4,940iApproximate average salary by contribution assumption: employee only about $123,509 at 4% or $82,339 at 6%; with 50% employer match about $82,339 at 4% or $54,893 at 6%; with 100% employer match about $61,755 at 4% or $41,170 at 6%. |
| 2012 | 1 | 66 | $3,839,467 | $258,471 | $3,916iApproximate average salary by contribution assumption: employee only about $97,906 at 4% or $65,270 at 6%; with 50% employer match about $65,270 at 4% or $43,514 at 6%; with 100% employer match about $48,953 at 4% or $32,635 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 66 | $3,839,467 | $258,471 | $3,916iApproximate average salary by contribution assumption: employee only about $97,906 at 4% or $65,270 at 6%; with 50% employer match about $65,270 at 4% or $43,514 at 6%; with 100% employer match about $48,953 at 4% or $32,635 at 6%. |
| 2011 | 1 | 75 | $3,293,594 | $227,429 | $3,032iApproximate average salary by contribution assumption: employee only about $75,810 at 4% or $50,540 at 6%; with 50% employer match about $50,540 at 4% or $33,693 at 6%; with 100% employer match about $37,905 at 4% or $25,270 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 75 | $3,293,594 | $227,429 | $3,032iApproximate average salary by contribution assumption: employee only about $75,810 at 4% or $50,540 at 6%; with 50% employer match about $50,540 at 4% or $33,693 at 6%; with 100% employer match about $37,905 at 4% or $25,270 at 6%. |
| 2010 | 1 | 62 | $4,052,450 | $151,474 | $2,443iApproximate average salary by contribution assumption: employee only about $61,078 at 4% or $40,719 at 6%; with 50% employer match about $40,719 at 4% or $27,146 at 6%; with 100% employer match about $30,539 at 4% or $20,359 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 62 | $4,052,450 | $151,474 | $2,443iApproximate average salary by contribution assumption: employee only about $61,078 at 4% or $40,719 at 6%; with 50% employer match about $40,719 at 4% or $27,146 at 6%; with 100% employer match about $30,539 at 4% or $20,359 at 6%. |
| 2009 | 1 | 69 | $3,774,719 | $202,606 | $2,936iApproximate average salary by contribution assumption: employee only about $73,408 at 4% or $48,939 at 6%; with 50% employer match about $48,939 at 4% or $32,626 at 6%; with 100% employer match about $36,704 at 4% or $24,469 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 69 | $3,774,719 | $202,606 | $2,936iApproximate average salary by contribution assumption: employee only about $73,408 at 4% or $48,939 at 6%; with 50% employer match about $48,939 at 4% or $32,626 at 6%; with 100% employer match about $36,704 at 4% or $24,469 at 6%. |
| 2008 | 1 | 72 | $3,222,460 | $517,645 | $7,190iApproximate average salary by contribution assumption: employee only about $179,738 at 4% or $119,825 at 6%; with 50% employer match about $119,825 at 4% or $79,883 at 6%; with 100% employer match about $89,869 at 4% or $59,913 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 72 | $3,222,460 | $517,645 | $7,190iApproximate average salary by contribution assumption: employee only about $179,738 at 4% or $119,825 at 6%; with 50% employer match about $119,825 at 4% or $79,883 at 6%; with 100% employer match about $89,869 at 4% or $59,913 at 6%. |
| 2007 | 1 | 75 | $4,795,585 | $507,211 | $6,763iApproximate average salary by contribution assumption: employee only about $169,070 at 4% or $112,714 at 6%; with 50% employer match about $112,714 at 4% or $75,142 at 6%; with 100% employer match about $84,535 at 4% or $56,357 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 75 | $4,795,585 | $507,211 | $6,763iApproximate average salary by contribution assumption: employee only about $169,070 at 4% or $112,714 at 6%; with 50% employer match about $112,714 at 4% or $75,142 at 6%; with 100% employer match about $84,535 at 4% or $56,357 at 6%. |
| 2006 | 1 | 64 | $4,208,978 | $384,539 | $6,008iApproximate average salary by contribution assumption: employee only about $150,211 at 4% or $100,140 at 6%; with 50% employer match about $100,140 at 4% or $66,760 at 6%; with 100% employer match about $75,105 at 4% or $50,070 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 64 | $4,208,978 | $384,539 | $6,008iApproximate average salary by contribution assumption: employee only about $150,211 at 4% or $100,140 at 6%; with 50% employer match about $100,140 at 4% or $66,760 at 6%; with 100% employer match about $75,105 at 4% or $50,070 at 6%. |
| 2005 | 1 | 57 | $3,609,489 | $330,196 | $5,793iApproximate average salary by contribution assumption: employee only about $144,823 at 4% or $96,549 at 6%; with 50% employer match about $96,549 at 4% or $64,366 at 6%; with 100% employer match about $72,411 at 4% or $48,274 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 57 | $3,609,489 | $330,196 | $5,793iApproximate average salary by contribution assumption: employee only about $144,823 at 4% or $96,549 at 6%; with 50% employer match about $96,549 at 4% or $64,366 at 6%; with 100% employer match about $72,411 at 4% or $48,274 at 6%. |
| 2004 | 1 | 49 | $3,053,588 | $306,225 | $6,249iApproximate average salary by contribution assumption: employee only about $156,237 at 4% or $104,158 at 6%; with 50% employer match about $104,158 at 4% or $69,439 at 6%; with 100% employer match about $78,119 at 4% or $52,079 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 49 | $3,053,588 | $306,225 | $6,249iApproximate average salary by contribution assumption: employee only about $156,237 at 4% or $104,158 at 6%; with 50% employer match about $104,158 at 4% or $69,439 at 6%; with 100% employer match about $78,119 at 4% or $52,079 at 6%. |
| 2003 | 1 | 52 | $2,510,456 | $286,755 | $5,515iApproximate average salary by contribution assumption: employee only about $137,863 at 4% or $91,909 at 6%; with 50% employer match about $91,909 at 4% or $61,272 at 6%; with 100% employer match about $68,931 at 4% or $45,954 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 52 | $2,510,456 | $286,755 | $5,515iApproximate average salary by contribution assumption: employee only about $137,863 at 4% or $91,909 at 6%; with 50% employer match about $91,909 at 4% or $61,272 at 6%; with 100% employer match about $68,931 at 4% or $45,954 at 6%. |
| 2002 | 1 | 63 | $1,789,617 | $310,916 | $4,935iApproximate average salary by contribution assumption: employee only about $123,379 at 4% or $82,253 at 6%; with 50% employer match about $82,253 at 4% or $54,835 at 6%; with 100% employer match about $61,690 at 4% or $41,126 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 63 | $1,789,617 | $310,916 | $4,935iApproximate average salary by contribution assumption: employee only about $123,379 at 4% or $82,253 at 6%; with 50% employer match about $82,253 at 4% or $54,835 at 6%; with 100% employer match about $61,690 at 4% or $41,126 at 6%. |
| 2001 | 1 | 66 | $1,819,407 | $324,295 | $4,914iApproximate average salary by contribution assumption: employee only about $122,839 at 4% or $81,893 at 6%; with 50% employer match about $81,893 at 4% or $54,595 at 6%; with 100% employer match about $61,420 at 4% or $40,946 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 66 | $1,819,407 | $324,295 | $4,914iApproximate average salary by contribution assumption: employee only about $122,839 at 4% or $81,893 at 6%; with 50% employer match about $81,893 at 4% or $54,595 at 6%; with 100% employer match about $61,420 at 4% or $40,946 at 6%. |
| 2000 | 1 | 6 | $1,818,548 | $340,184 | $56,697iApproximate average salary by contribution assumption: employee only about $1,417,433 at 4% or $944,956 at 6%; with 50% employer match about $944,956 at 4% or $629,970 at 6%; with 100% employer match about $708,717 at 4% or $472,478 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 6 | $1,818,548 | $340,184 | $56,697iApproximate average salary by contribution assumption: employee only about $1,417,433 at 4% or $944,956 at 6%; with 50% employer match about $944,956 at 4% or $629,970 at 6%; with 100% employer match about $708,717 at 4% or $472,478 at 6%. |
| 1999 | 1 | 75 | $2,206,999 | $328,010 | $4,373iApproximate average salary by contribution assumption: employee only about $109,337 at 4% or $72,891 at 6%; with 50% employer match about $72,891 at 4% or $48,594 at 6%; with 100% employer match about $54,668 at 4% or $36,446 at 6%. |
| Bergmeyer Associates Inc. Savings and Investment Plan | - | 75 | $2,206,999 | $328,010 | $4,373iApproximate average salary by contribution assumption: employee only about $109,337 at 4% or $72,891 at 6%; with 50% employer match about $72,891 at 4% or $48,594 at 6%; with 100% employer match about $54,668 at 4% or $36,446 at 6%. |